Wealthcare Advisory Partners’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
3,914
-27
| -0.7% | -$8.48K | 0.03% | 430 |
|
|
2025
Q1 | $782K | Sell |
3,941
-529
| -12% | -$105K | 0.02% | 492 |
|
|
2024
Q4 | $806K | Buy |
4,470
+2,104
| +89% | +$380K | 0.02% | 470 |
|
|
2024
Q3 | $404K | Sell |
2,366
-49
| -2% | -$8.38K | 0.01% | 620 |
|
|
2024
Q2 | $464K | Sell |
2,415
-23
| -0.9% | -$4.42K | 0.01% | 553 |
|
|
2024
Q1 | $470K | Buy |
2,438
+696
| +40% | +$134K | 0.02% | 553 |
|
|
2023
Q4 | $386K | Sell |
1,742
-402
| -19% | -$89.1K | 0.02% | 536 |
|
|
2023
Q3 | $334K | Sell |
2,144
-20
| -0.9% | -$3.11K | 0.02% | 525 |
|
|
2023
Q2 | $317K | Buy |
+2,164
| New | +$317K | 0.01% | 547 |
|
|
2021
Q4 | – | Sell |
-832
| Closed | -$218K | – | 620 |
|
|
2021
Q3 | $218K | Buy |
+832
| New | +$218K | 0.01% | 501 |
|
|
2021
Q2 | – | Sell |
-645
| Closed | -$111K | – | 1922 |
|
|
2021
Q1 | $111K | Buy |
+645
| New | +$111K | 0.01% | 640 |
|
|
2020
Q2 | – | Sell |
-910
| Closed | -$55K | – | 1405 |
|
|
2020
Q1 | $55K | Sell |
910
-335
| -27% | -$20.2K | 0.01% | 495 |
|
|
2019
Q4 | $58K | Sell |
1,245
-545
| -30% | -$25.4K | 0.01% | 520 |
|
|
2019
Q3 | $85K | Sell |
1,790
-65
| -4% | -$3.09K | 0.01% | 430 |
|
|
2019
Q2 | $142K | Buy |
1,855
+1,155
| +165% | +$88.4K | 0.02% | 321 |
|
|
2019
Q1 | $50K | Buy |
700
+475
| +211% | +$33.9K | 0.01% | 468 |
|
|
2018
Q4 | $9K | Sell |
225
-11,275
| -98% | -$451K | ﹤0.01% | 824 |
|
|
2018
Q3 | $469K | Buy |
+11,500
| New | +$469K | 0.09% | 126 |
|